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Engaged Capital LLC Top Holdings
As of  12/31/2023, below is a summary of the Engaged Capital LLC top holdings by largest position size, as per the latest 13f filing made by Engaged Capital LLC. In the Engaged Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Engaged Capital LLC in that top holding, then the share count change between reporting periods, and finally the Engaged Capital LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
NCR VOYIX CORPORATION 5,018,513 UNCH $135,901
     NCR5,018,513UNCH$135,901
EVOLENT HEALTH INC 3,261,458 +428,648 $107,726
     EVH3,261,458+428,648$107,726
SHAKE SHACK INC 1,367,231 UNCH $101,339
     SHAK1,367,231UNCH$101,339
V F CORP 5,341,368 +145,084 $100,418
     VFC5,341,368+145,084$100,418
UPBOUND GROUP INC 2,396,916 -1,270,457 $81,423
     UPBD2,396,916-1,270,457$81,423
NCR ATLEOS CORPORATION 2,509,256 +2,509,256 $60,950
     NATL2,509,256+2,509,256$60,950
PRA GROUP INC 2,010,750 +2,010,750 $52,682
     PRAA2,010,750+2,010,750$52,682
NEVRO CORP 2,168,163 +2,168,163 $46,659
     NVRO2,168,163+2,168,163$46,659

See Full List: All Stocks Held By Engaged Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Engaged Capital LLC

Size ($ in 1000's)
At 12/31/2023: $733,747
At 09/30/2023: $548,529

Combined Holding Report Includes:
Engaged Capital LLC
Engaged Capital Holdings LLC
Welling Glenn W.

Engaged Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Engaged Capital LLC 13F filings. Link to 13F filings: SEC filings

Engaged Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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